Onboarding an individual as either a client or beneficial owner can be done following the creation of a transaction through the CDD register.
Locate the transaction you would like to onboard the individual to and click on it to bring up the structure.
Click the "..." button, found to the right of the top-most module of the structure.
Select ‘Add Owner’ from the drop-down.
Select the owner type from the pop-up panel and enter the information in the fields.
Click 'Create'
In the pop-up window to the right, enter the required information in the respective sections.
Note: Entering an email address and mobile number (with country code) is especially important if you require outsourced CDD or wish to run remote eIV. This is so the individual can be contacted.Click 'Update' and proceed to verify the individual.